BDO Wealth Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18.6K | Sell |
191
-204
| -52% | -$19.9K | ﹤0.01% | 587 |
|
|
2023
Q1 | $39.2K | Buy |
395
+100
| +34% | +$9.92K | ﹤0.01% | 463 |
|
|
2022
Q4 | $28.6K | Buy |
295
+100
| +51% | +$9.69K | ﹤0.01% | 507 |
|
|
2022
Q3 | $19K | Buy |
195
+2
| +1% | +$195 | ﹤0.01% | 590 |
|
|
2022
Q2 | $20K | Sell |
193
-1,915
| -91% | -$198K | ﹤0.01% | 564 |
|
|
2022
Q1 | $221K | Buy |
2,108
+158
| +8% | +$16.6K | 0.02% | 258 |
|
|
2021
Q4 | $207K | Buy |
1,950
+21
| +1% | +$2.23K | 0.02% | 276 |
|
|
2021
Q3 | $204K | Buy |
1,929
+37
| +2% | +$3.91K | 0.02% | 274 |
|
|
2021
Q2 | $201K | Buy |
1,892
+21
| +1% | +$2.23K | 0.02% | 289 |
|
|
2021
Q1 | $198K | Sell |
1,871
-55
| -3% | -$5.82K | 0.02% | 292 |
|
|
2020
Q4 | $201K | Buy |
1,926
+17
| +0.9% | +$1.77K | 0.03% | 233 |
|
|
2020
Q3 | $199K | Hold |
1,909
| – | – | 0.03% | 219 |
|
|
2020
Q2 | $195K | Buy |
1,909
+9
| +0.5% | +$919 | 0.03% | 221 |
|
|
2020
Q1 | $190K | Sell |
1,900
-40
| -2% | -$4K | 0.04% | 210 |
|
|
2019
Q4 | $195K | Buy |
1,940
+43
| +2% | +$4.32K | 0.05% | 194 |
|
|
2019
Q3 | $190K | Buy |
1,897
+1,856
| +4,527% | +$186K | 0.05% | 193 |
|
|
2019
Q2 | $4K | Sell |
41
-40
| -49% | -$3.9K | ﹤0.01% | 537 |
|
|
2019
Q1 | $8K | Sell |
81
-20
| -20% | -$1.98K | ﹤0.01% | 441 |
|
|
2018
Q4 | $10K | Hold |
101
| – | – | ﹤0.01% | 411 |
|
|
2018
Q3 | $10K | Hold |
101
| – | – | ﹤0.01% | 461 |
|
|
2018
Q2 | $10K | Buy |
+101
| New | +$10K | ﹤0.01% | 461 |
|